Is there a way to move to the next deal stage if a quote is entered using HubSpot quotes? I looked at workflows, but there was not a clear way to do it based on a quote being entered. My best guess was a deal related trigger being Quote create read more
Is it possible possible to have: - one line item on a deal (recurring type( that will have more then one start-end dates and prices? - two (or more) line items on the same deal with different start-end dates and prices, but with the same SKU? read more
Dear All, New to HubSpot, helping my organisation to setup rights for the Sales Team members. Each team members got access to CRM and all of them got View, Edit and Delete rights on "Owned Only" and "Unassigned" Deals. Now, all users are read more
I'm trying to create a quote using our product library. and when i add product items to the quote, i'd like to add a note for some specificities. Is it possible? I tried searching for an editable notes field, and tried to create a custom column, but read more
Hey, I created some custom values for forecast category. How can i attribute a percentage to them? Then i want to be able to see in the "weighted forecast category" report. For example is it possible to say best case = 30% we seem t read more
Hi, my deal amount is based off MRR, and i add all line items from catalog. amount is calculated great, line items are added with quote. But when quote is signed, it removes the line items of the quotes from the deal, change the mrr and read more
Has anyone worked out a way to have clients enter additional data such as PO numbers or accounts payable information when a quote is sent out for e-signature. A field or two for clients to fill out during this step of the sales cycle would save so m read more
Hi, I have a rep who has a meeting booked with a prospect. When I am looking at the deal card it is showing "No Activity Scheduled" How can I get the card to show the next meeting date as an activity? I do not like how deal cards are showing "no act read more
After my customer's demand, I created a workflow contact based on trigger " Email body contains: Thank you for your inquiry"
then Create a new Deal and assign it to a specific owner.
The objective is to create a new deal when t read more
When building out an estimate there is no way to get UOM (unit of measure) built into the quote. My company sells by Piece, Square Foot, Item, and it can be confusing sending over a bid with out the UOM. Also, Packing Information would also be hel read more
I'm trying to report on recurring revenue with a "billing start date" and "billing frequency" that should be the end of the billing date.
I did manage to create a report for this, but the issue is that even though I set the billing f read more
Is there a way to automate a form completion to an existing Deal? For example, we have a contact in the Interested Stage of a Pipeline and they complete the Registration form later. When they complete that form, can it connect the current interest read more